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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Los Angeles, North Carolina

Salary: $114K - $148K

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.  We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Details below.

Los Angeles OR Phoenix OR San Francisco OR Portland

Job Description

PFM Asset Management (PFMAM) is currently seeking an industry professional to assist with our Outsourced Chief Investment Officer (OCIO) client management and business development efforts for its discretionary investment advisory practice as an OCIO Specialist.

  • This role will consist of managing institutional OCIO relationships and business development activities promoting our OCIO discretionary investment management services.
  • In terms of client segments, this position will be focused on Public, Taft-Hartley (Labor Union), Non-Profit, and Corporate entities.
  • PFMAM’ s OCIO business focuses on the middle-market and is national in scope.
  • All applicants should have a solid understanding of the institutional investment market and, ideally, experience working with institutional investors.
  • Responsible for providing high-quality client service, which entails conducting investment meetings with institutional clients.  These meetings could be held via phone, virtually or in-person.
  • Educate clients and prospects on current market events and investment opportunities.
  • Help expand the PFMAM OCIO business by identifying sales leads, conducting prospect meetings, attending regional and national industry conferences, and participating in proposal production and new business finals interviews.
  • Support other PFMAM and U.S. Bank Asset Management colleagues in their sales, marketing, and service activities as appropriate.

Basic Qualifications
– Bachelor’s degree, or equivalent work experience
– Five or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients
– FINRA series 6 and 63 licensed or complete series 6 and 63 testing within 120 days of start date

Preferred Skills/Experience
– Capital Markets knowledge and experience
– In-depth knowledge of the company’s products and services
– Strong relationship management and business development/sales skills
– Well-developed analytical and problem-solving skills
– Ability to work effectively with individuals and groups in managing client relationships
– Excellent presentation, verbal and written communication skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.


Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That’s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

  • Healthcare (medical, dental, vision)
  • Basic term and optional term life insurance
  • Short-term and long-term disability
  • Pregnancy disability and parental leave
  • 401(k) and employer-funded retirement plan
  • Paid vacation (from two to five weeks depending on salary grade and tenure)
  • Up to 11 paid holiday opportunities
  • Adoption assistance
  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

EEO is the Law

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal KNOW YOUR RIGHTS EEO poster.


U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $114,325.00 – $134,500.00 – $147,950.00

U.S. Bank will consider qualified applicants with criminal histories in a manner consistent with the San Francisco Fair Chance Ordinance.

Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.